Filed September 22, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,102 |
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP Service code 11 · EIN 86-1109193 | Actuarial | $84,004 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$183,560 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,251 | $64,311+124.3% | $110,238+30.9% | $75,289+91.6% |
| Participation rate | 94.1% | 79.3%+14.9pp | 79.8%+14.3pp | 72.4%+21.7pp |
| Annual return | -4.91% | -1.74%-3.2pp | 314.74%-319.6pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,497 | $2,404+45.5% | $3,826-8.6% | $2,405+45.4% |
| Participant deferral / active EE | $7,389 | $3,892+89.9% | $4,672+58.2% | $3,739+97.6% |
| Admin fee / account holder | $14 | $88-84.2% | $8,547-99.8% | $102-86.5% |